· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ENDODONTIC ASSOCIATES OF GREATER WATERBURY, P.C. — ENDODONTIC ASSOCIATES OF GREATER WATERBURY, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930115725NAL0019366338001
ENDODONTIC ASSOCIATES OF GREATER WATERBURY, P.C.
Form 5500-SF
FILING_RECEIVED
ENDODONTIC ASSOCIATES OF GREATER WATERBURY, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ENDODONTIC ASSOCIATES OF GREATER WATERBURY, P.C.
.
Find decision makers
Plan sponsor
Name
ENDODONTIC ASSOCIATES OF GREATER WATERBURY, P.C.
EIN
06-0944056
Address
1389 WEST MAIN STREET · SUITE 208 · WATERBURY, CT · 06708
Phone
(203) 757-1287
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
RICHARD S. WILLIAMSON, D.D.S.
RICHARD S. WILLIAMSON, D.D.S. 401(K) PROFIT SHARING PLAN
$2.1M · 3 participants
YUKARI T JAIN DDS INC
YUKARI T JAIN DDS INC 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 5 participants
HUDSON VALLEY DENTAL CARE P C
HUDSON VALLEY DENTAL CARE P C 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 9 participants
JOSHUA STERN, D.D.S.
JOSHUA STERN, D.D.S. PROFIT SHARING PLAN
$2.1M · 5 participants
DESERT SUN SMILES LLC
DESERT SUN SMILES LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 9 participants
MATTHEW C. CHRISTOPHER, DDS. P.C.
MATTHEW C. CHRISTOPHER, DDS. P. C. 401K PROFIT SHARING PLAN
$2.1M · 15 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B